[國外] Google vs 百度 : 不僅只與中國有關

[loed (loed)]

Google v. Baidu: It’s Not Just about China

http://tinyurl.com/y8chnj6

(以下大略翻意)

Most publications, including us, noted yesterday that if Google has to lose its
$600 million in revenues from China by pulling out of the country, then at the
very least it’s won a lot in brand and integrity points by the public, English
-language and scorched-earth way they did it. Google’s halo is so bright that
even now Valley thought leaders are aghast at the idea that a publicly-traded,
for-profit company could have had more than just an ethical motive at play.

媒體都關注到Google放棄了中國六億美元市場，但Google為此卻贏得不少掌聲與光環，業
界訝異於一個以逐利為主的商業組織，竟然能在道德上有如此之表現。

Today, as the story has unfolded, Chinese residents have openly “mourned” the
loss of Google by putting flowers and candles out at the company’s Beijing
headquarters. (Picture above was taken by Junyu Wang.) That’s striking for two
reasons. First, it shows the Chinese government’s grasp on censorship has
already measurably slipped. And second, it shows that Google’s moral-high
ground stance was even effective within some parts of China.

情勢演變至中國人公然的“非法獻花”與哀悼google之撤離。此現象說明兩點：
第一，這顯示了中國政府對網路審查制度之偏差。
第二，而Google的高道德標準影響了部分中國人。

But there’s a third—and potentially more impactful—way this move could play
into Google’s market position long term. Take a look at this December 14
eMarketer release on worldwide search numbers. It not only shows Baidu
walloping Google in China with double the market share, but it shows that this
battle is quickly becoming more a global one. Forget China, Baidu is now the
third largest search site in the world and it’s nipping at Yahoo’s heels to
become number two. Yahoo had 8.9 billion searches in July of 2009; Baidu had 8
billion. That’s more than double the number four player, Microsoft, which had
just 3.3 billion searches worldwide. For the record, Google is still light-
years ahead of everyone with 76.7 billion searches. But that doesn’t mean it
doesn’t view Baidu as a global threat.

但更有可能為第三，該舉動可能會造成Google在市場上中長期的效益。觀看eMarketer於12
月14日所發布的全球搜索引擎調查報告。這不僅顯示，百度以兩倍的中國市場占有率領先
Google，更顯露出此戰火可能蔓延於全世界。百度是世界第三大搜索引擎，並隨時可能成
為第二大。縱然Google以767億次的搜索量領先其於各家，但並不代表Google不把百度視為
一全球市場之競爭者。

We tend to have the view that China is some copycat Internet backwater, and
that’s just not true. China has formidable engineering talent, plenty of
venture capital, the world’s largest Internet audience, and in many cases
better methods of monetization, especially when it comes to games and social
media.

並不認為中國只是一昧的網路抄襲者。中國有大量工程人才、資本與市場，仍有淺力。

Several people argued today that Google’s pull out would damage the Chinese
Internet by leaving only one search player, or suggested it could be
opportunity for one of Google’s US rivals. Such pundits don’t get how scrappy
and fast-moving China’s own entrepreneur scene is. If there’s a void, it’ll
be filled locally. I have no doubt VCs in China are already in talks with savvy
entrepreneurs.

Google退出會造成中國網路發展的傷害，但市場會迅速被其他競爭業者，與中國企業家給
填補。

But as growth in search and the Internet-at-large goes global, Google’s
biggest competitors will increasingly come from China. With it’s announcement
this week, it just communicated a powerful message to the world’s democracies
or other anti-Chinese factions: Baidu is in the Chinese Government’s pocket;
we’re not.

隨著網路搜尋的競爭蔓延至世界，Google未來的競爭者會來自於中國，但這一周所發生之
事，卻明確地向民主國家與反中國陣營宣示著，百度為中國之同路人，而我們不是。

As I pointed out yesterday, this could loom large when it comes to future
acquisitions. A number of Chinese Internet companies are building hoards of
cash and valuable stock currencies. It’s possible those companies will start
competing with Google for acquisitions both in the Valley and the rest of the
world. Google, after all, has announced that its shopping spree is heating up,
and given the woeful state of its competitors in the US (Yahoo and AOL are too
damaged to out-bid Google; Facebook doesn’t yet have a stock currency) Chinese
Internet companies could emerge as its chief competitors for hot properties and
talented staffs of engineers.

這將會對往後的商業談判影響深遠。許多中國網路公司正在囤積資金。並和Google在矽谷
與世界各地展開收購競爭。Google目前其收購意願正在提升中，而美國內部之競爭同業更
非其對手，但中國網路公司卻有可能成為，Google收購企業與募集人才之主要競爭對手。

I’m not suggesting that this is why Google made the move, nor do I know if the
senior executives even view this as a potential threat. But should a Chinese
Internet company make a bid for a US Internet gem, this week’s events will no
doubt be brought up as a reason the US government should block it—something
we’ve already seen when Arab companies have bid for ownership of US port
controllers and financial institutions. That could prove a pretty savvy
side-benefit for the search giant as the Internet battles of the next decade
start to heat up.

我並非在解釋為何Google如此做，也不清楚高層是否認為這是個潛在威脅。但這次的事件
已經成為，中國網路公司向美國網路公司提出收購時，美國政府會阻止的原因之一，這可
從阿拉伯公司投資美國港口與金融機搆時，所觸發的事件可略見一二。而搜索引擎巨人為
了往後十年的利潤，所發動的網路戰爭也正在逐漸升溫中。


--
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◆ From: 114.42.22.151
→ c4681209:比較想問~哪國的駭客比較強？
→ Rhadamanthuz:跟台灣無關  台灣Google活得好好的
推 shivaeye:google這招真的很高明..
推 knight00931:Google:don't be evil
推 yugiyo:台灣google在就好
推 estupid:百度只能稱霸中國吧....
→ XVN:網路冷戰啟動　　天網建立
推 vilevirgin:支持google 現在把首頁改設成igoogle
推 kendle:一切都是百度的陰謀啦！為了趕走自己的最大對手
→ Marino:不是有偏差..是中國政府對審查的掌控明顯有疏漏的意思
推 clsoft:可是google不是早併購百度了嗎?...
→ wak:區域網路為主的搜尋引擎是要跟人家比什麼....
推 AxelRubiPell:哪個非中文使用者會使用百度？
推 awashharp:百度不可能擴展到全世界吧~要是走出中國 百度也會被河蟹
推 vilevirgin:問題是在打收購戰吧 搞不好下個你管有可能被買走
推 poloball:陰謀論 我喜歡
→ vilevirgin:可是說實在 就算收購戰 百度也劣勢很多
推 mecca:反正百度在中國市場就吃不完了  13E登記人口的地方耶
→ mecca:沒登記的還沒算
噓 ceab:百度會變成全球競爭者？
→ MEATSHIED:危言聳聽......你去問一個米國大學生 誰聽過百度?走出
→ MEATSHIED:支那 笑話 百度不被公幹 我跳冬山河
推 lookyya:簡單來說這招叫棄子戰術嗎??
推 qaz630210:百度能在中國稱霸就很屌了 就像NFL只能在美國立足 但是
→ qaz630210:它能創造的商業價值就是比其他職業運動還要高
推 macroala: 我加碼脫褲子十年
→ MEATSHIED:NFL有其他的職業運動競爭 現在百度被支那當雛鳥保護
→ MEATSHIED:這樣比有點不倫不類
→ MEATSHIED:而且這雛鳥以後還會變成天朝鷹犬 你敢用嗎?
→ walechen:那百度創造出來的價值有比GOOGLE高嗎,或者是跟其他其他軟
→ walechen:體公司比起來,NFL創造出來的價直可是全世界其他職業聯盟
→ walechen:都無法比擬的
推 watashiD:這篇新聞寫得厲害,我真的把百度當成中國同路人支持谷歌了
推 Terence223:可能我孤陋寡聞吧 這次事件讓我第一次知道啥是百度= =